Calamos ETF Trust - CBTJ
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MBL Wealth, LLC | History | Added to | 499,664 | 10,352 | 0.62% | 0.53% | 1 | +49,592 | 11.02% | Q3 2026 | Oct 22, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 145,380 | 2,509 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Betterment LLC | History | No change | 54,926 | 948 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 44,723 | 772 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| NBZ Investment Advisors LLC | History | Reduced | 35,739 | 740 | 0.29% | 0.24% | 5 | -120 | -0.33% | Q3 2026 | Oct 30, 2026 |
| Calamos Advisors LLC | History | Reduced | 31,122 | 644 | 0.0% | 0.0% | 6 | -43,190 | -58.12% | Q3 2026 | Nov 02, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 29,527 | 611 | 0.04% | 0.01% | 7 | +19,053 | 181.91% | Q3 2026 | Oct 08, 2026 |
| JANE STREET GROUP, LLC | History | No change | 29,652 | 511 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MCDONALD PARTNERS LLC | History | Added to | 21,678 | 449 | 0.11% | 0.08% | 9 | +3,266 | 17.74% | Q3 2026 | Nov 03, 2026 |
| Calamos Wealth Management LLC | History | Reduced | 18,090 | 374 | 0.01% | 0.01% | 10 | -541 | -2.9% | Q3 2026 | Nov 02, 2026 |
| DWM Financial Group, Inc. | History | Reduced | 15,313 | 317 | 0.25% | 0.38% | 11 | -3,998 | -20.7% | Q3 2026 | Oct 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 15,070 | 312 | 0.0% | 0.0% | 12 | -1,839 | -10.88% | Q3 2026 | Nov 02, 2026 |
| EVEXIA WEALTH LLC | History | Reduced | 12,806 | 255 | 0.07% | 0.06% | 13 | -372 | -2.82% | Q3 2026 | Nov 05, 2026 |
| M Holdings Securities, Inc. | History | New | 10,086 | 209 | 0.01% | — | 14 | +10,086 | New | Q3 2026 | Nov 03, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 10,007 | 172 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IFP Advisors, Inc | History | Reduced | 2,280 | 47 | 0.0% | 0.0% | 16 | -3,250 | -58.77% | Q3 2026 | Oct 16, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1,000 | 20 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,000 | 17 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,007 | 17 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 399 | 6 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 208 | 3 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 5 | 0 | — | — | — | -5 | -50.0% | Q3 2026 | Oct 23, 2026 |
| BFC Planning, Inc. | History | No change | 44 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |